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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,610 | $156,963-97.1% | $121,204-96.2% | $139,466-96.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 621.78% | 1476.75%-855.0pp | 987.18%-365.4pp | 373.66%+248.1pp |
| Employer contribution / active EE | $229 | $5,544-95.9% | $4,170-94.5% | $4,754-95.2% |
| Participant deferral / active EE | $229 | $4,848-95.3% | $4,083-94.4% | $6,712-96.6% |
| Admin fee / account holder | $38 | $6,953-99.4% | $5,651-99.3% | $11,409-99.7% |